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Ba · Moderate shelf

Balanced advantage funds

The fund shifts between equity, debt and sometimes gold so you do not have to.

Noticeable dips are normal. Suits a few years out. Industry-wide this shelf holds ₹5.19 lakh crore across 70 schemes (AMFI, categories: Dynamic Asset Allocation/Balanced Advantage Fund, Multi Asset Allocation Fund).

Balanced advantage by the numbers

nyvo publishes data pages for 74 schemes in Balanced advantage, from 41 fund houses, holding ₹5.58 lakh crore between them. Over the last five years the median returned 9.0% a year, and the gap between the best and worst was 13.2 percentage points a year across 29 funds with a five-year record (NAV as of 6 Oct 2026).

Distribution of returns across Balanced advantage funds with a data page on nyvo, NAV as of 6 Oct 2026
WindowWorstMedianBestSpreadFunds
1 year-4.0%2.2%13.3%17.3 pts68
3 years (per year)2.7%10.3%22.4%19.6 pts45
5 years (per year)5.6%9.0%18.7%13.2 pts29
Median fund size
₹1,985 crore
Largest fund
₹1.07 lakh crore
Longest track record
since 2013

Worst, median and best describe the spread across the funds on this shelf that have a data page on nyvo – they are not an index, not a benchmark, and no fund is named. The spread is simply the distance between the highest and lowest figure in that window; on shelves that hold more than one kind of asset it reflects that mix as much as anything else. Sample sizes differ by window because newer funds have no five-year record. Past returns do not predict future returns.

74 funds with data pages

1 more fund exists in these categories without enough published history for a data page yet; they appear here automatically once they have one.

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Funds are listed by assets under management – a fact, not a ranking. Shelf-level industry figures are AMFI monthly data; per-fund figures come from nyvo research systems and update daily. This page is general information, not investment advice, and carries no rating and no recommendation. Mutual fund investments are subject to market risks; read all scheme related documents carefully.